Altus Wealth Group LLC
Position in AEP — American Electric Power Co Inc
CIK 1842572
COLORADO SPRINGS, CO
Position in AEP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,455,602
+$115,693 QoQ
Shares Held
17,949
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#582
of 1,972 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Altus Wealth Group LLC holds $2,729,707 across 2 Utilities - Regulated Electric names. AEP ranks #1 (90.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
This page
|
17,949 | $2,455,602 | |
| 2 | NEE |
Nextera Energy Inc
|
3,123 | $274,105 |
All Filings in AEP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,455,602 | 17,949 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,339,909 | 17,851 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,092,530 | 18,147 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,056,275 | 18,278 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,903,892 | 18,349 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,009,475 | 18,390 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,702,104 | 18,455 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,917,901 | 18,693 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,566,860 | 17,858 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,496,590 | 17,382 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,377,978 | 16,966 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,138,755 | 15,139 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,288,933 | 15,308 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,386,232 | 15,235 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,445,328 | 15,222 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $934,178 | 10,806 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,036,727 | 10,806 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,462,229 | 14,656 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $907,138 | 10,196 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $877,231 | 10,806 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $879,482 | 10,397 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $877,830 | 10,364 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $855,682 | 10,276 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||